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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1651
Bahl & Gaynor
Ohio
$311K – – –
BCM
1652
Blume Capital Management
California
$311K – – –
LC
1653
LCNB Corp
Ohio
$311K – – –
YMRC
1654
Yorktown Management & Research Company
Virginia
$309K -$83.1K -460 -22%
FPW
1655
Flagship Private Wealth
Massachusetts
$309K – – –
ASFA
1656
All Season Financial Advisors
Colorado
$309K +$19.1K +106 +7%
CPIA
1657
Cornell Pochily Investment Advisors
New York
$308K -$111K -617 -27%
HWM
1658
Hemington Wealth Management
Virginia
$308K +$298K +1,649 New
HIG
1659
Heritage Investment Group
Florida
$307K – – –
AWM
1660
Accel Wealth Management
Iowa
$306K -$17.5K -97 -6%
BFC
1661
Blue Fin Capital
Rhode Island
$306K – – –
HI
1662
Hudock Inc
Pennsylvania
$306K +$21.3K +118 +8%
LNWTC
1663
Laird Norton Wetherby Trust Company
Washington
$305K -$7.22K -40 -2%
T
1664
TOBAM
France
$305K +$88.7K +491 +43%
AA
1665
Advisory Alpha
Michigan
$304K +$361 +2 +0.1%
SWA
1666
SFMG Wealth Advisors
Texas
$302K +$361 +2 +0.1%
PCWA
1667
Pacific Capital Wealth Advisors
California
$301K – – –
KWM
1668
Kolinsky Wealth Management
New Jersey
$301K +$29.6K +164 +11%
CF
1669
Corrigan Financial
Rhode Island
$299K +$181 +1 +0.1%
SMC
1670
Smith, Moore & Co
Missouri
$299K -$3.61K -20 -1%
AAIM
1671
Asset Advisors Investment Management
Georgia
$299K – – –
MJP
1672
Michael J. Puzo
$299K – – –
BBNB
1673
Baker Boyer National Bank
Washington
$298K – – –
ISWM
1674
Independent Solutions Wealth Management
New York
$297K -$5.42K -30 -2%
RIM
1675
Reliant Investment Management
Tennessee
$297K – – –
65 66
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68 69